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LLY filed its 10-Q; the most relevant disclosure change is expanded Acquisitions: In October 2026, acquired Merida Biosciences for up to $2.9 billion inclusive of upfront and potential milestone payments; Q3 acquisitions included AtaiBeckley ($2.61B, Phase 2), Orna ($1.23B, Phase 1), Curevo ($954M, Phase 2), and Ajax ($909M, Phase 1). Nine-.
Read source-backed briefEli Lilly’s Q2 2026 earnings call was defined by a significant upward revision to full-year guidance, underpinned by the explosive growth of Mounjaro and Zepbound. Beyond the headline numbers, management provided critical color on the July 1st launch of the 'Medicare GLP-1 Bridge Program,' which offers a $50/month out-of-pocket option for 20 million eligible seniors. Investors were particularly focused on the competitive positioning of Orforglipron (oral GLP-1), which demonstrated superior weight loss and glycem...
Read source-backed briefLLY filed its 10-Q; the most relevant disclosure change is expanded Business combinations: Q2 2026 Note 4 now summarizes three business combinations — Kelonia (June 25, 2026; cash $3,086M, contingent $3,750M), Centessa (June 24, 2026; cash $5,958M, contingent $1,542M), and Ventyx (March 4, 2026; cash $1,058M) — versus Q1 2026 which only disclosed th.
Read source-backed briefEli Lilly's Q2 2026 earnings call centered on the 'unprecedented' industrialization of its tirzepatide supply chain, with management signaling that the supply-constrained era is beginning to transition into a volume-driven growth phase. While the initial release highlighted a massive $3.0 billion raise to the revenue midpoint, the call provided critical clarity on why the EPS guidance was narrowed rather than raised: a $3.03 per share headwind from acquired IPR&D (primarily the Morphic acquisition) effectively m...
Read source-backed briefFY 2026 revenue (non-GAAP basis) was raised by +$3.00B to $85.0 billion to $87.0 billion (midpoint $86.0 billion). Lilly raised its FY 2026 revenue guidance to $85.0-$87.0 billion from $82.0-$85.0 billion (midpoint raised by $2.5 billion to $86.0 billion) and FY 2026 performance margin guidance to 49.0%-50.5% from 47.0%-48.5% (midpoint +2.0 percentage points), while narrowing FY 2026 non-GAAP EPS guidance to $35.50-$36.50 from $35.50-$37.00 (midpoint lowered by $0.25, as $3.03 of Q2 acquired IPR&D charges from b...
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